IMA Advisory Services’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-161
| Closed | -$18K | – | 306 |
|
|
2018
Q4 | $18K | Hold |
161
| – | – | 0.01% | 188 |
|
|
2018
Q3 | $20K | Hold |
161
| – | – | 0.01% | 188 |
|
|
2018
Q2 | $20K | Buy |
+161
| New | +$20K | 0.01% | 216 |
|
|
2015
Q3 | – | Sell |
-1,136
| Closed | -$117K | – | 146 |
|
|
2015
Q2 | $117K | Buy |
+1,136
| New | +$117K | 0.06% | 174 |
|